Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

Jamison Private Wealth Management, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $657 Billion distributed in 501 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.8B, Apple Inc. with a value of $27.2B, United Parcel Service Inc with a value of $24.1B, Nvidia Corp with a value of $23.3B, and Vulcan Materials CO with a value of $20.5B.

Examining the 13F form we can see an increase of $55.1B in the current position value, from $602B to 657B.

Jamison Private Wealth Management, Inc. is based out at Milton, GA

Below you can find more details about Jamison Private Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $657 Billion
Technology: $140 Billion
Industrials: $95.3 Billion
Financial Services: $93.7 Billion
Healthcare: $78 Billion
Consumer Cyclical: $62.1 Billion
Consumer Defensive: $47.3 Billion
Basic Materials: $35.3 Billion
Utilities: $29.7 Billion
Other: $70.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$299 Million 0.05% of portfolio
509
Q2 2024 Added 10,080.0%
$46.9B
$328 Million 0.05% of portfolio
6,367
Q3 2024 Added 108.41%
$493B
$309 Million 0.05% of portfolio
1,812
Q3 2024 Added 19.6%
$52.3B
$320 Million 0.05% of portfolio
988
Q3 2024 Added 152.04%
$0
$299 Million 0.05% of portfolio
1,573
Q1 2024 New
$0
$349 Million 0.05% of portfolio
1,304
Q3 2024 Added 25.02%
$25B
$321 Million 0.05% of portfolio
6,718
Q3 2024 Added 33.29%
$4.9B
$298 Million 0.05% of portfolio
1,375
Q3 2024 Added 69.96%
$0
$338 Million 0.05% of portfolio
5,888
Q3 2024 Reduced 0.99%
$5.72B
$347 Million 0.05% of portfolio
9,348
Q3 2023 New
$0
$306 Million 0.05% of portfolio
3,926
Q1 2024 New
$0
$330 Million 0.05% of portfolio
5,299
Q3 2024 Added 20.65%
$9.76B
$361 Million 0.05% of portfolio
442
Q3 2024 Added 2,500.0%
$28.1B
$296 Million 0.05% of portfolio
3,753
Q3 2023 New
$4.66B
$313 Million 0.05% of portfolio
9,728
Q3 2024 Added 0.08%
$48.2B
$307 Million 0.05% of portfolio
2,538
Q2 2024 Reduced 0.2%
$64B
$321 Million 0.05% of portfolio
3,558
Q4 2023 Reduced 3.18%
$222B
$271 Million 0.04% of portfolio
2,601
Q3 2024 Added 131.82%
$3.97B
$268 Million 0.04% of portfolio
5,698
Q3 2024 Reduced 0.8%
$18.7B
$241 Million 0.04% of portfolio
1,562
Q3 2024 Added 23.38%
$231B
$238 Million 0.04% of portfolio
3,611
Q3 2024 Added 11.35%
Veralto Corp
-
$263 Million 0.04% of portfolio
-
Q3 2024 Added 0.38%
$86.9B
$249 Million 0.04% of portfolio
6,131
Q3 2024 Added 513.1%
$0
$268 Million 0.04% of portfolio
714
Q1 2024 Added 1,641.46%
$0
$235 Million 0.04% of portfolio
4,567
Q3 2024 Added 0.22%
$0
$255 Million 0.04% of portfolio
665
Q3 2024 Added 27.88%
$109B
$239 Million 0.04% of portfolio
1,896
Q3 2024 Added 42.02%
$134B
$169 Million 0.03% of portfolio
2,110
Q4 2023 Reduced 28.23%
$142B
$170 Million 0.03% of portfolio
2,267
Q3 2024 Reduced 8.44%
$11.6B
$180 Million 0.03% of portfolio
1,349
Q3 2024 Added 6.64%
$67.6B
$205 Million 0.03% of portfolio
3,765
Q4 2023 Reduced 3.83%
$2.52B
$212 Million 0.03% of portfolio
13,656
Q3 2024 Added 1.51%
$45.3B
$222 Million 0.03% of portfolio
1,546
Q3 2024 Added 0.06%
$38.7B
$179 Million 0.03% of portfolio
5,400
Q3 2024 New
$84.8B
$200 Million 0.03% of portfolio
762
Q3 2024 Added 11.08%
$84B
$175 Million 0.03% of portfolio
721
Q4 2023 Reduced 27.61%
$29.9B
$192 Million 0.03% of portfolio
3,218
Q3 2024 Added 35.78%
$4.33B
$220 Million 0.03% of portfolio
14,026
Q3 2024 Added 12.69%
$0
$215 Million 0.03% of portfolio
973
Q2 2024 Reduced 2.11%
$9.13B
$204 Million 0.03% of portfolio
1,821
Q3 2024 Reduced 2.31%
$86.9B
$205 Million 0.03% of portfolio
1,111
Q3 2024 Added 0.54%
$30.5B
$215 Million 0.03% of portfolio
2,963
Q1 2024 Reduced 2.63%
$55.2B
$169 Million 0.03% of portfolio
1,330
Q3 2024 Reduced 3.76%
$64.1B
$166 Million 0.03% of portfolio
1,263
Q3 2024 Added 0.08%
$0
$187 Million 0.03% of portfolio
2,217
Q3 2024 Added 44.43%
$50.3B
$226 Million 0.03% of portfolio
2,477
Q2 2024 Reduced 17.3%
Ge Healthcare Technologies I
-
$189 Million 0.03% of portfolio
-
Q3 2024 Reduced 16.26%
$0
$228 Million 0.03% of portfolio
2,184
Q3 2024 Added 23.46%
$27.9B
$203 Million 0.03% of portfolio
3,327
Q3 2024 Added 80.91%

Summary

  • Portfolio
  • No. of Stocks 501
  • Current Value $657 Billion
  • Prior Value $602 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 40 stocks
  • Additional Purchases 205 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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